# GUARDIAN WEALTH PARTNERS, LLC

GUARDIAN WEALTH PARTNERS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 310203
- Type: SEC-registered investment adviser
- SEC file number: 801-119560
- Location: 10 HUDSON YARDS, NEW YORK, NY, 10001
- Phone: 800-879-6934
- Latest filing: 2026-06-22
- Regulatory AUM: $191.4M
- Discretionary AUM: $191.4M
- Clients: 75
- Accounts: 655

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Michael Gallo | CHIEF COMPLIANCE OFFICER | — |
| Joshua Neil Hergan | GENERAL COUNSEL | — |
| Allen Warren Boggs | HEAD OF PRODUCT & SUPERVISION | — |
| Marianne Grace Caswell | PRESIDENT AND ELECTED MEMBER | — |
| Leyla Ada Lesina | ELECTED MEMBER | — |
| Robert C Coco | CHIEF FINANCIAL OFFICER | — |
| Michael John Ryniker | HEAD OF OPERATIONS | — |
| Carly Pritchard Maher | CHIEF OPERATING OFFICER | — |
| Michael Andrew Perry | ELECTED MEMBER | — |
| Michael Nicholas Ferik | ELECTED MEMBER | — |
| RYNIKER MICHAEL JOHN | HEAD OF OPERATIONS | — |
| MORRISSEY BRIAN PAUL | PRESIDENT AND MANAGING MEMBER | — |
| BUTSCHER JEFFREY JOSEPH | INTERIM CHIEF COMPLIANCE OFFICER | — |
| FERIK MICHAEL NICHOLAS | ELECTED MEMBER; MANAGING MEMBER | — |
| BOGGS ALLEN WARREN | HEAD OF PRODUCT & SUPERVISION; HEAD OF SUPERVISION | — |
| ECKER ROBERTO C | CHIEF FINANCIAL OFFICER | — |
| HERGAN JOSHUA NEIL | GENERAL COUNSEL | — |
| LESINA LEYLA ADA | ELECTED MEMBER; MANAGING MEMBER | — |
| DROGAN THOMAS JOHN | CHIEF COMPLIANCE OFFICER | — |
| MAHER CARLY PRITCHARD | CHIEF OPERATING OFFICER | — |
| MELE CHRISTIAN GEORGE | HEAD OF WEALTH MANAGEMENT OPERATIONS | — |
| CASWELL MARIANNE GRACE | PRESIDENT AND ELECTED MEMBER | — |
| CASWELL MARIANNE | PRESIDENT AND ELECTED MEMBER | — |
| Coco Robert C | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310203/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310203/similar
- Related entities: https://search.stillhousedata.com/firm/310203/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310203

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.